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UMB Financial
UMBF

Overview Fund Activity

216 hedge funds and large institutions have $2.01B invested in UMB Financial in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
20
Increased
80
Reduced
77
Closed
26
Calls
$19K
Puts
–
Net Calls
+$19K
Net Calls Change
-$547K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$11.4M
2
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$7.07M
4
American Century Companies
American Century Companies
Missouri
+$7M
5
Man Group
Man Group
United Kingdom
+$5.52M

Top Sellers

1
Invesco
Invesco
Georgia
-$26.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.4M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.75M
5
State Street
State Street
Massachusetts
-$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$13.3M -$329K -6,708 -2%
DRZID
27
DePrince Race & Zollo Inc (DRZ)
Florida
$13M +$153K +3,117 +1%
HA
28
Heartland Advisors
Wisconsin
$13M -$844K -17,226 -6%
Bank of America
29
Bank of America
North Carolina
$11.7M +$823K +16,803 +8%
TCM
30
Tributary Capital Management
Nebraska
$11.6M +$2.72M +55,590 +31%
CIP
31
Chartwell Investment Partners
Pennsylvania
$10.7M -$82.2K -1,678 -0.8%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$10.4M -$270K -5,510 -3%
Man Group
33
Man Group
United Kingdom
$9.79M +$5.52M +112,643 +129%
HAM
34
Hillcrest Asset Management
Texas
$9.48M -$260K -5,300 -3%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$9.18M -$390K -7,956 -4%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$7.4M -$512K -10,441 -6%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$7.23M +$7.23M +147,525 New
TAM
38
Third Avenue Management
New York
$7.16M -$1.35M -27,445 -16%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$7.07M +$7.07M +144,171 New
AQR Capital Management
40
AQR Capital Management
Connecticut
$6.86M +$3.96M +80,796 +136%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$6.84M -$854K -17,434 -11%
MOACM
42
Mutual of America Capital Management
New York
$6.5M +$789K +16,102 +14%
SAM
43
Skyline Asset Management
Illinois
$6.36M +$1.03M +21,000 +19%
Principal Financial Group
44
Principal Financial Group
Iowa
$6.16M -$288K -5,869 -4%
Goldman Sachs
45
Goldman Sachs
New York
$6M +$306K +6,254 +5%
AllianceBernstein
46
AllianceBernstein
Tennessee
$5.41M -$155K -3,162 -3%
AIG
47
American International Group
New York
$5.13M -$25.8K -527 -0.5%
Swiss National Bank
48
Swiss National Bank
Switzerland
$5.08M -$29.4K -600 -0.6%
First Trust Advisors
49
First Trust Advisors
Illinois
$5.04M +$130K +2,657 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$4.88M +$102K +2,072 +2%
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